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Contrianism Requires Longer Timeframes
Real contrarianism, not just knee-jerk fading, requires a long timeframe when measuring success or failure.
Tom Brakke on What Could Go Wrong Next
Tom is telling us that, rather than fighting the last war, we should look to what may go wrong next – and network/data security is foremost on his mind.
Michael Steinhardt Calls Buffett a Sham
Video.
So Many Black Swans that Only the White Ones are Rare
Yawn, tell me something I don’t know.
Media: Technology M&A, Now What?
Video.
Media: Don't Be a Clown with this Market
Video.
My New Shtartup: KVETCHR
Well, it’s time to make moves. Your favorite Rabbi has a startup of his own. Here’s my pitch, feel free to forward to a venture guy…
Unconstrained Bond Funds are the New Hotness
I have a story up at the Wall Street Journal this morning about this new trend…
PSA: Don't Chase the Analog Semis!
So here’s today’s Public Service Announcement: DON’T CHASE THE ANALOG CHIP STOCKS!
